YEAR END GIVING

     When thinking about your year-end charitable giving, writing a check or cash quickly come to mind, yet there can be other assets what work well, too.

     Consider donating appreciated stocks or mutual funds to the WVU Foundation to help OLLI grow. Your gift will count at today's value, as long as you've owned the stocks or mutual funds for more than a year, even though you may have paid far less for them.  You'll escape any taxes on the capital gain, and you'll know your gift will be used for the good purpose you specify.

     If the fund has decreased in value, it may be to your advantage to sell them, donate the proceeds to OLL,I and take the loss on your income tax return.  Please consult with your tax advisor. 

     Gifts to OLLI at WVU also count in A State of Minds:  The Campaign for West Virginia's University.  Karen Galentine can provide securities transfer instructions, or you can talk with your broker. Please give her a "head's up" so we know you are the donor and you receive proper credit.  Her direct phone number is 304-293-1828 or email at kegalentine@hsc.wvu.edu.